Private Client Banker: Wealth Advisory & Growth

KeyBank; West Haven (CT); On-site; USD 85,000 - 120,000; Full time

Job summary

KeyBank's Private Client Banker role focuses on managing the full client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions for clients with up to $2M in investable assets, gathering data and offering appropriate products.

You will build a referral pipeline, maintain product knowledge, and collaborate with Retail, Private Bank, Mortgage, and Business Banking teams to meet client needs while ensuring compliance and service

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• FINRA licenses and insurance licenses required.
• Experience in developing customer relationships and achieving sales goals.
• Ability to build rapport quickly and influence partners across teams.
• Comfort with digital channels and mobile/web platforms.

Responsibilities

• Build and maintain client relationships, refer investment and insurance products as needed.
• Identify financial wellness opportunities during client conversations and present solutions.
• Achieve or exceed individual activity, behavior, and outcome goals.
• Develop referral pipelines and centers of influence for growth.
• Open personal and small business accounts and support branch operations.

Skills

Client relationship

Prospecting

Sales targets

Communication

Interpersonal skills

Influence partners

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Digital platforms

Job description

KeyBank's Private Client Banker role focuses on managing the full client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions for clients with up to $2M in investable assets, gathering data and offering appropriate products.

You will build a referral pipeline, maintain product knowledge, and collaborate with Retail, Private Bank, Mortgage, and Business Banking teams to meet client needs while ensuring compliance and service